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Grow your Practice: Draft business plans for your clients

Date: Jun 28, 2022 - Jun 28, 2022

CPD hours: 2 Hours

Time: 10:00 - 12:00

Event Type: Webinar

Presenter: Constance Kawelenga CA(SA)

A business plan is a unique business story for each business and who else to tell it than the accountant? The accountant has intimate knowledge of the financial affairs of the business as well as its operations.


A business plan is a very unique story of a business and the accountant is best suited to put it together on behalf of the client.   

When drafting a business plan for a client, the accountant becomes an expert using their skills and knowledge to facilitate the telling of this story. It is important however that the story remains the client’s to tell. But since the accountant has intimate knowledge of the financial affairs of the business as well as its operations he or she is the best person to knit together the business plan in a language that stakeholders like bankers and investors will understand.  

Rather than merely preparing accounts, you need to assume a more prominent role in your clients' businesses by preparing their business plans for them. Join Constance Kawelenga CA(SA) on 28 June 2022 from 10:00 a.m. to 12:00 p.m. for this webinar where you can learn how to increase your revenue streams by preparing business plans for your clients.  

Learning objectives and competencies developed 

  By attending this webinar you will develop the following competencies:  

  • Learn how to establish and expand your revenue sources by doing business plans for your clients. 

  • Know how to draft concise business plans that speak to the intended target audience.  

  • Be able to collect information from internal and external sources to obtain a deeper understanding of the business and its wider external environment. 

  • Become an expert at analysing and evaluating internal and external environments of individual businesses. 

  • Gain the skill to be able to draw all the necessary information from your client that you will use to draw up the business plan. 


  The webinar will cover the following topics:  

  • Business Model Canvas. 

  • Executive summary. 

  • What needs are you meeting or what problem are you solving? 

  • Your business context/environmental analysis. 

  • Finding solutions. 

  • Customers and markets. 

  • Stakeholders. 

  • Value proposition. 

  • Your activities and resources needed. 

  • Your channels and partners. 

  • Your costs versus benefits. 

  • Increasing your revenue streams. 

  • Conclusion. 

Obtaining your CPD certificate  

This training is compliant with the International Education Standard (IES7) issued by the International Federation of Accountants and recognised for CPD by relevant professional bodies including ACCA, CIMA, IAC, IIA, SAIBA, SAICA and SAIPA. 

 All attendees are issued with a CPD certificate available in an online profile.   

About the presenters   

Constance Kawelenga CA(SA) 

Constance Kawelenga is chartered accountant with a broad proficiency in finance, taxation and auditing. She has attained a diverse range of experience - from Big 4 audit experience, commercial multinational exposure to running an audit and consulting boutique over the past 8 years. In 2013, Constance founded the Zuva Group of entities, focusing on audit, financial management, taxation, secretarial, business mentorship as well as business valuations. 

Who should attend?  

  The following persons will benefit from attending this webinar:  

  • Professional accountants including CA(SA), BAP(SA), AGA(SA), Professional Accountant (SA), FCCA, BA(SA) and ACCA. 

  • Registered auditors. 

  • Practice owners and managers. 


  • Individual Booking: R450.00  

  • Company Booking: 

    • R950.00 - Group Price 1 (Maximum of 5 attendees). 

    • R1 850.00 - Group Price 2 (Maximum of 10 attendees) 

    • R2 650.00 - Group Price 3 (Maximum of 15 attendees) 


Steps to register for the event:   

 If you already have a profile, login and register for the webinar.  

If you don’t have a profile, create a free profile then login and register for the webinar.  

Click here to create a free profile (There is no charge to create a profile and gain access to our free Monthly Practice Management Series).  

Click here to find out about the Technical Resource Centre & CPD Subscription options.  

Additional material  

  By attending this webinar you will be provided with:  

  • A summarised slide presentation.  

  • Reference documents and/or course material where available.  

  • You can ask questions during the webinar and you will also have access to the presenter after the webinar.  


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Venues & Dates

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